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Rockefeller Capital Management’s
Enterprise Financial Services Corp
EFSC
Stock Holding History
Rockefeller Capital Management’s Portfolio
EFSC Stock Details
EFSC Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$39.2K
Buy
725
+351
+94%
+$19.8K
﹤0.01%
3403
2025
Q4
$20.2K
Buy
374
+310
+484%
+$17K
﹤0.01%
3518
2025
Q3
$3.76K
Buy
+64
New
+$3.72K
﹤0.01%
3956
2023
Q1
–
Sell
-74
Closed
-$3K
–
2510
2022
Q4
$3K
Sell
74
-26
-26%
-$1.29K
﹤0.01%
3452
2022
Q3
$4K
Sell
100
-17
-15%
-$773
﹤0.01%
3389
2022
Q2
$4K
Buy
117
+62
+113%
+$2.76K
﹤0.01%
3533
2022
Q1
$2K
Sell
55
-88
-62%
-$4.32K
﹤0.01%
3589
2021
Q4
$6K
Buy
143
+103
+258%
+$4.92K
﹤0.01%
3192
2021
Q3
$1K
Buy
+40
New
+$1.79K
﹤0.01%
3557
2021
Q2
–
Sell
-108
Closed
-$5K
–
3472
2021
Q1
$5K
Buy
+108
New
+$4.55K
﹤0.01%
2889
Other funds holding EFSC
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New York
$5.72T AUM
30.48%
1-Year Est. Return
Wellington Management Group
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$535B AUM
26.23%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
EARNEST Partners
Atlanta, Georgia
$24.3B AUM
34.41%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
First Trust Advisors
Wheaton, Illinois
$140B AUM
27.84%
1-Year Est. Return
American Century Companies
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
NAMI
Nomura Asset Management International
Philadelphia, Pennsylvania
$58.4B AUM
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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